+101.1%
UAL vs ARWR
+1,055.7%
-954.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +12.5% | -17.7% | +30.1% | +15.5% |
| 30D | +12.2% | -21.9% | +34.1% | +16.2% |
| 3M | -2.6% | -44.5% | +41.9% | +6.2% |
| 6M | +21.1% | -32.6% | +53.7% | +27.4% |
| YTD | +7.8% | -26.2% | +34.0% | +11.5% |
| 1Y | +25.4% | +23.0% | +2.4% | +19.1% |
| 3Y | +217.3% | +81.8% | +135.6% | +166.8% |
| 5Y | +132.9% | -36.0% | +168.9% | +115.4% |
| 10Y | +101.1% | +1,039.5% | -938.4% | +43.4% |
| All | +101.1% | +1,055.7% | -954.5% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling